BenJamin
03-03 08:14
华尔街真的好**
MongoDB 26财年Q4营收大增27%至6.95亿美元,保守指引拖累盘后重挫超20%
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMongoDB 26财年Q4营收大增27%至6.95亿美元,保守指引拖累盘后重挫超20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-03-03 07:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MongoDB, Inc.公布2026财年第四季度财报后,尽管当季业绩全面超出市场预期,但由于公司给出的新财年指引偏于保守,股价在盘后交易中大跌逾20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77cddf7ca75a81965a8de30bbc6a133c\" title=\"\" tg-width=\"461\" tg-height=\"138\"/></p><p>财报显示,公司第四财季实现营收6.951亿美元,同比增长27%,高于市场预期的约6.67亿美元;调整后每股收益1.65美元,也显著优于分析师预期的1.45美元。分业务来看,订阅收入同比增长27%,服务收入增长26%。公司表示,强劲表现得益于有效的市场拓展策略以及各产品线的广泛需求,尤其是云数据库服务Atlas持续带动增长。截至季度末,公司现金及等价物约24亿美元,客户总数超过6.5万家,经营现金流和自由现金流均明显改善。</p><p>不过,真正引发市场抛售的是公司对2027财年的展望。公司预计2027财年第一季度营收为6.59亿至6.64亿美元,略低于市场预期的6.625亿美元;全年营收预计为28.6亿至29亿美元,仅处于市场一致预期29亿美元的低端区间。虽然全年调整后每股收益指引区间(5.75至5.93美元)整体不弱,但投资者原本期待在人工智能浪潮推动下,公司能给出更具加速意味的增长前景。管理层在电话会上强调,数据库在AI应用中承担“记忆”和高质量检索的关键角色,公司平台具备天然优势,但也坦言目前AI尚未成为业绩的主要驱动力。</p><p>整体来看,MongoDB本季交出亮眼成绩单,却因增长指引未能进一步提振预期而遭遇股价重挫,市场关注焦点已从“当前表现”转向“未来增速”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8009bb14f108732539435309b06432d\" tg-width=\"1569\" tg-height=\"500\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1d94cf96e0ad797b577571835edebba","relate_stocks":{"MDB":"MongoDB Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182901458","content_text":"MongoDB, Inc.公布2026财年第四季度财报后,尽管当季业绩全面超出市场预期,但由于公司给出的新财年指引偏于保守,股价在盘后交易中大跌逾20%。财报显示,公司第四财季实现营收6.951亿美元,同比增长27%,高于市场预期的约6.67亿美元;调整后每股收益1.65美元,也显著优于分析师预期的1.45美元。分业务来看,订阅收入同比增长27%,服务收入增长26%。公司表示,强劲表现得益于有效的市场拓展策略以及各产品线的广泛需求,尤其是云数据库服务Atlas持续带动增长。截至季度末,公司现金及等价物约24亿美元,客户总数超过6.5万家,经营现金流和自由现金流均明显改善。不过,真正引发市场抛售的是公司对2027财年的展望。公司预计2027财年第一季度营收为6.59亿至6.64亿美元,略低于市场预期的6.625亿美元;全年营收预计为28.6亿至29亿美元,仅处于市场一致预期29亿美元的低端区间。虽然全年调整后每股收益指引区间(5.75至5.93美元)整体不弱,但投资者原本期待在人工智能浪潮推动下,公司能给出更具加速意味的增长前景。管理层在电话会上强调,数据库在AI应用中承担“记忆”和高质量检索的关键角色,公司平台具备天然优势,但也坦言目前AI尚未成为业绩的主要驱动力。整体来看,MongoDB本季交出亮眼成绩单,却因增长指引未能进一步提振预期而遭遇股价重挫,市场关注焦点已从“当前表现”转向“未来增速”。","news_type":1,"symbols_score_info":{"MDB":2.1}},"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/538525391820320"}
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